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Transcript 
Screens At A Glance
The Leads Screen
From the Record menu, tap Leads to display the leads screen.
For more information, see “Viewing Leads” on page 67.
Tap the Details
(
) icon to display lead details.
Tap the Contact (
)
icon to display the lead’s
contact record.
Tap the Note (
) icon
to add contact notes.
Tap the New (
) icon
to schedule a new appointment or call, or to follow
up the lead.
Top Producer for Palm User Guide
26
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